CCH Central links your clients, tax returns, timesheets and filed documents. Outcomer shows your staff each step of your practice's own procedure, on screen, while they work.
Book a 10-minute demoAfter the demo, we’ll set up your department free of charge. A small trial confirms it’s accurate, then a larger trial measures the drop in support queries.
We check every step works before your staff see it.
Outcomer isn’t a library of ready-made CCH Central guides. We build your guides from your own procedures, on your own CCH Central set-up, and test each one before your staff use it.
Your accountants and tax staff get the answer on screen, in CCH Central and the systems around it, instead of interrupting a colleague or raising a ticket.
Training covers the basics. When a question comes up later, Outcomer answers it inside CCH Central, from your own procedures, while your accountants and tax staff work.
General answers for the standard product. Your own set-up may differ, and that’s what Outcomer follows.
Use the batch year creation and roll forward wizard from the File menu's Tools. Choose the year, filter and select clients, pick the roll forward options, then finish. A results list opens at the end that you can print or export.
Roll Forward the Tax Data brings across narrative details. Retain Previous Year Amounts brings across the figures. Retain Notes brings across notes on the return. Your practice may have a standard choice.
Only clients with a previous tax return can be rolled forward. The client list also hides anyone who already has a return for the year you chose.
The return must pass all HMRC validations first, so fix every error shown on the Filing by Internet tab. Attachments must also fit HMRC's 5MB limit after conversion, which is roughly 3MB on disk.
It sends the return to the HMRC Live Gateway without updating HMRC's systems. This catches HMRC checks that could make a live submission fail. You can run it before the client has approved the return.
Yes. Once the client has approved, choose Add to Submission Queue instead of Submit to HMRC, and file the queue in bulk later.
Use View History on the Online Filing screen. It shows every filing submission, Test in Live results and filing errors for the return.
Make the changes, open Online Filing from the Tax Return ribbon and select Amended Return. Then generate the IR mark and get the client's approval before you submit. Once HMRC accepts a return, later submissions that year count as amendments.
Open your timesheet, click Add and choose the client, assignment and task. Enter the hours and a comment, then Apply. Leave it as Draft to add more later, or Submit it for authorisation.
Entries made with the automatic timer are dated at the time processing period end date. With a weekly period, that is the week's end date. This doesn't apply in calendar view.
Yes. Keep a time entry window open for each client or assignment and start each timer as you go. When a task ends, stop its timer, add a comment and Apply.
Turn on 'File email on send' in the filing options in Outlook. When you click Send, the Add Document window opens with details filled in from Central. Complete the required fields and click OK, or Cancel to send without filing. Your practice may make filing compulsory.
If your accountants and tax staff ask questions like these every week, Outcomer answers them on their own screen, using your own CCH Central set-up and procedures.
See which CCH Central tasks staff ask about most, which procedure answered each question, and whether it was finished or passed to your support desk. Your IT team can export it at any time.
Outcomer never reads, uses or keeps the data in your systems. It finds each box and button by its label, never what’s typed in it, takes no screenshots, and works from your procedures, not your records.